+17.2%
VTEB vs NIO
-38.5%
+55.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.1% | -2.7% | +0.3% |
| 7D | -0.9% | -2.9% | +2.0% | -0.9% |
| 30D | -2.5% | -18.7% | +16.2% | -2.4% |
| 3M | -3.0% | -29.4% | +26.5% | -2.7% |
| 6M | -2.1% | -32.5% | +30.4% | -1.9% |
| YTD | -1.5% | -27.6% | +26.2% | -1.3% |
| 1Y | +0.2% | -39.2% | +39.4% | +0.4% |
| 3Y | +8.6% | -64.3% | +72.8% | +8.9% |
| 5Y | +1.2% | -90.3% | +91.5% | +1.9% |
| All | +17.2% | -38.5% | +55.7% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling